Document Clerk jobs at Wps Health Insurance - 9 jobs
Document Processor / Compliance Analyst
BCS Financial 4.2
Remote
Document Processor / Compliance Analyst (Full-Time - NJ)
Business Credentialing Services, Inc. (BCS) is a fast-growing technology company in the insurance and risk management industries. We are growing our Operations department and are looking to hire a Document Processor to assist with data entry and customer support. Today, we have more than 70 employees and two office locations in Parsippany, NJ and Provo, UT. Our compliance and risk management platform helps companies reduce their risk exposure by systematically verifying Vendors/Suppliers they do business with. Blending professional services with web-based applications, BCS continues to maintain its foothold as one of the industry leaders.
Job Type: Full-time Employee
Pay: $19.50 per hour
Responsibilities:
Perform data entry tasks, including inputting and updating information in databases.
Review incoming documentation to verify pertinent information for our clients.
Send emails and make phone calls to provide feedback on the documents received.
Assist with administrative tasks as needed.
Attend team meetings/phone calls.
Requirements:
Strong data entry skills with a high level of accuracy and attention to detail.
Strong written and verbal communication skills.
Excellent organizational and time management skills.
Ability to perform data entry tasks within our software platform quickly and accurately.
Intermediate computer literacy is required.
Bachelor's Degree required in any field.
Employee Benefits and Additional Information:
Starting Pay Rate: $19.50 per hour.
Required to report to the office in Parsippany, NJ Monday - Friday. When an employee reaches six months of employment, they can work remotely one day per week. When an employee reaches three years of service, they can work remotely two days per week.
Semi-Annual Pay Increases - Employee can earn up to a 2.5% pay rate increase every six months based on performance.
Healthcare Benefits (Medical, Vision, Dental) are available for employees on their first day of employment.
401(k) / Retirement Benefits - An employee is eligible to participate in the BCS 401(k) program with company matching on their three-month anniversary.
Paid Federal Holidays and Paid Time Off.
$19.5 hourly Auto-Apply 47d ago
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Stop Loss Data Specialist
Allied Benefit Systems 4.2
Chicago, IL jobs
The Stop Loss Data Specialist is responsible for auditing and tracking stop loss claim filings, reimbursements, and cash advance claims to ensure the department is running in an efficient and thorough manner. The Analyst also works closely with Stop Loss Claim Specialist on administrative, organizational, and auditing functions.
ESSENTIAL FUNCTIONS
Perform monthly audits to ensure all stop loss claims have been filed and all reimbursements have been received.
Update and manage the stop loss tracking and specific logs to monitor the current status of members over the specific deductible.
Review and accurately record stop loss reimbursements.
Gather and prepare the data required to file Rx stop loss claims.
Request and track Actively at Work forms from Clients
Manage the cash advance process. This includes determining which claims to pull for cash advance and mailing out the appropriate cash advance checks when reimbursements are received.
Other duties as assigned
EDUCATION
High School diploma or equivalent required.
Some college or equivalent work experience preferred.
EXPERIENCE & SKILLS
1-2 years of experience in an office environment required.
Excellent organizational skills and attention to detail.
Strong analytical and problem-solving skills.
Excellent verbal and written communication skills.
Proficient with Microsoft Office Suite or related software.
Excellent time management skills with a proven ability to meet deadlines.
Ability to function well in a high-paced and at times stressful environment.
Medical claims experience preferred
Accounting or finance background a plus
Experience working with a TPA or other insurance company a plus
COMPETENCIES
Communication
Customer Focus
Accountability
Functional/Technical Job Skills
PHYSICAL DEMANDS
This is an office environment requiring extended sitting and computer work.
WORK ENVIRONMENT
Remote
Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.
Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
Protect Yourself from Hiring Scams
Important Notice About Our Hiring Process
To keep your experience safe and transparent, please note:
All interviews are conducted via video.
No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager.
If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process.
For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems
Your security matters to us-thank you for helping us maintain a fair and trustworthy process!
$73k-112k yearly est. 9d ago
Junior Plan Documents Specialist
Centivo 4.0
Buffalo, NY jobs
We exist for workers and their employers -- who are the backbone of our economy. That is where Centivo comes in -- our mission is to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills.
Centivo is hiring a Junior Plan Documents Specialist! Under the guidance of the Plan Documents Manager, the Jr. Plan Documents Specialist will work cross-functionally with the Configuration, Implementation, Client Success, and Product teams to ensure best-in-class output, client experience, and satisfaction, which can include regular interaction with brokers, agents, TPAs, stop loss carriers, and other applicable vendors and clients.
The Jr. Plan Documents Specialist is a key member of the delivery team, facilitating client onboarding for document preparation, client changes, document management, and other duties related to requirements for employer-sponsored welfare benefit plans under the following federal and employment laws:
Employee Retirement Income Security Act (ERISA)
Internal Revenue Code (Code)
Health Insurance Patient Portability and Accountability Act (HIPAA)
Medicare Secondary Payer Act (MSP)
Consolidated Omnibus Budget Reconciliation Act (COBRA)
Affordable Care Act (ACA)
Women's Health and Cancer Rights Act (WHCRA)
Responsibilities Include:
Assisting in client implementation and client plan changes, defining clients' benefits and structure for document preparation/completion for required plan document creation.
Managing benefit plan documentation processes including:
Conducting and managing a complete, section-by-section review of prospective conversion plan documents, including, but not limited to, Summary of Material Modification (SMM), plan amendments, and Summary of Benefits and Coverage (SBC)
Conducting and managing a complete, section-by-section review of prospective conversion plan documents for a Summary Plan Description (SPD) with some feedback/assistance from Senior team member(s) and/or Plan Documents Manager, if needed
Drafting, finalizing, and maintenance of standard benefit plan documents (i.e. SBCs, standard to intermediate level plan amendments) by identifying/understanding change requests and their requirements. Must have the ability to identify more complex tasks and request assistance from Senior team member(s) and/or Plan Documents Manager when needed.
Drafting standard SPDs (or those that require minimal customization) with some assistance from Senior team member(s) and/or Plan Documents Manager. Must have the ability to work with and take instruction from Senior team member(s) and/or Plan Documents Manager in order to complete SPDs that may become more involved during process.
Identifying missing items needed for document preparation
Submitting finalized plan documents and any changes to stop loss carriers or Stop Loss team as well as PDM vendor.
Determining changes to plan documents to ensure accuracy, seamless coverage, and any additional updates as necessary.
Managing and maintaining a book of business primarily relating to Mid-Market accounts and/or assigned projects at direction of Plan Documents Manager
Stay current on requirements under ERISA, PPACA, and other related laws/regulations as it relates to plan benefits.
Elevating client issues and concerns to appropriate to leadership and or Client Success team members when necessary.
May assist in training process of Analyst and newly hired Junior team members at the direction of Plan Documents Manager.
May support client communications, including, but not limited to, introductory calls with assistance/feedback from Senior team member(s) and/or Plan Documents Manager.
Performing other miscellaneous projects, assignments, and duties as assigned
Required Skills and Abilities:
Strong organizational and multi-tasking skills, attention to detail
Excellent written, verbal, and interpersonal communication skills; including ability to identify and communicate clearly on inconsistencies and issues found during drafting process
Ability to manage time effectively, set priorities effectively and meet deadlines
Intermediate to advanced knowledge of Microsoft Office products (Excel, Power Point, Word)
Demonstrated ability to meet performance goals, including accuracy and productivity
Ability to take initiative and be self-motivated while exercising proactivity and creativity in problem solving and appropriate decision-making
Display, at minimum, an intermediate level of understanding for compliance principles as it applies to document drafting and client communication
Team player and willingness to take instruction when necessary
Must be able to adapt, be flexible, and have the ability to function efficiently during fast-paced work environment
Have passion and drive in delivering quality documents
Ability to work independently with minimal supervision
Typing speed of at least 60-70 WPM
Education and Experience:
1-3 years of employee benefits paralegal or similar job experience required
1-3 years of experience in Health and Welfare benefit consulting in ERISA & Non-ERISA plans
3 years of experience in client management in self-funding document creation and management
Preferred Qualifications:
Bachelor's degree or equivalent job experience required
A paralegal or related degree
Phia Group's PDM online portal document management experience or similar use of a portal for document creation and management is a plus
Worked with DOL Summary of Benefits and Coverage (SBC) templates and SBC Coverage Examples Calculator
Exposure to plan/policy documents, including amendments/SMMs, in prior work environments is a plus
Work Location:
This position is remote, an ideal candidate would be able to work from home
Who we are:
Centivo is an innovative health plan for self-funded employers on a mission to bring affordable, high-quality healthcare to the millions who struggle to pay their healthcare bills. Anchored around a primary care based ACO model, Centivo saves employers 15 to 30 percent compared to traditional insurance carriers. Employees also realize significant savings through our free primary care (including virtual), predictable copay and no-deductible benefit plan design. Centivo works with employers ranging in size from 51 employees to Fortune 500 companies. For more information, visit centivo.com.
Headquartered in Buffalo, NY with offices in New York City and Buffalo, Centivo is backed by leading healthcare and technology investors, including a recent round of investment from Morgan Health, a business unit of JPMorgan Chase & Co.
$34k-50k yearly est. Auto-Apply 4d ago
Administrative Operations Clerk
Network Health 4.4
Menasha, WI jobs
At Network Health, our mission to create healthy and strong Wisconsin communities guides everything we do-including how we hire. We are currently seeking a Operations Clerk to support our growing Facilities and Operations team. Our Operations Clerk provides in-office administrative support to the Facilities and Operations department's management and staff at our Menasha, WI location. In this role, you'll handle a variety of tasks-from managing mail and maintaining supplies to coordinating schedules and supporting special projects. You'll also assist other departments as needed and provide backup coverage for the Receptionist.
Location: This position will be based at our office in Menasha, WI and is not eligible for remote work at this time.
Hours: 1.0 FTE, 40 hours per week, 8am-5pm Monday through Friday
Check out our 2024 Community Report to learn a little more about the difference our employees make in the communities we live and work in. As an employee, you will have the opportunity to work hard and have fun while getting paid to volunteer in your local neighborhood. You too, can be part of the team and making a difference. Apply to this position to learn more about our team.
Job Responsibilities
* Demonstrate commitment and behavior consistent with the philosophy, mission, values, and vision of Network Health.
* Appropriately apply all organizational, regulatory, and credentialing principles, procedures, requirements, regulations, and policies.
* Open, sort, and stamp U.S. and interdepartmental mail in accordance with department guidelines; record in QuickBase as needed; manage incoming USPS and PO Box mail.
* Perform a variety of administrative support tasks, including drafting, preparing, and editing reports, correspondence, presentations, spreadsheets, and graphs; proofreading for accuracy, grammar, and layout; and ensuring clarity of final copy.
* Establish, maintain, and update filing systems and reference materials; retrieve information as needed.
* Create and maintain internal forms; prepare weekly and monthly statistical reports.
* Coordinate and maintain departmental calendars, files, and project timelines.
* Order, receive, and verify accuracy of office supplies, letterhead, envelopes, forms, and other materials; fulfill internal supply requests; stock supplies in designated areas, copy centers, and conference rooms; conduct regular inventory and place weekly online orders; control and record paper and printing supply inventories.
* Maintain orderly and safe receiving areas; serve as liaison with cleaning vendors; ensure conference rooms are organized and stocked.
* Operate and maintain office equipment (copiers, scanners, fax machines, etc.); perform scanning, photocopying, faxing, and related tasks.
* Respond to departmental information requests promptly and professionally.
* Work independently and collaboratively on ongoing and special projects; may act as project manager or team member for assigned initiatives.
* Provide backup coverage for the Receptionist, facilities email inbox, and other assigned areas.
* Assist the with special projects and perform other duties as assigned.
Job Requirements:
* High school diploma or equivalent.
* 4+ years of administrative support experience in a fast-paced office; experience managing incoming/outgoing mail and packages.
* 2+ years in the insurance industry preferred; knowledge of insurance principles, claims, or applications a plus.
* Customer service experience and basic medical terminology knowledge preferred.
* Proficient in Microsoft Office (Excel, Outlook, Word) with ability to learn and navigate multiple systems.
* Skilled in organizing work, handling frequent interruptions, and working independently or in a team.
* Strong communication skills, both written and verbal, with the ability to build relationships.
* Capable of gathering/analyzing data, following directions, and improving processes for efficiency.
Network Health is an Equal Opportunity Employer
$32k-37k yearly est. 4d ago
Receptionist (Schwade Office) - Milwaukee 53222)
Robertson Ryan Insurance 4.0
Milwaukee, WI jobs
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency! Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm! Receptionist - Milwaukee, WI (53222) The Receptionist is to be the first point of contact for clients, visitors, and partners at our busy Northside Milwaukee location. This is a high-volume role requiring strong communication skills, a polished presence, and the ability to manage multiple priorities in a fast-paced environment. The Receptionist plays a critical role in representing our firm and ensuring a seamless experience for all who interact with us. Essential Duties and Responsibilities
Greet and assist clients, visitors, and vendors with professionalism and warmth
Manage a high-volume multi-line phone system, directing calls accurately and efficiently
Monitor and respond to general inquiries (phone, email, front desk) in a timely manner
Coordinate meeting room scheduling and prepare spaces for client/partner meetings
Handle incoming and outgoing packages, and deliveries
Provide administrative support to staff, including scanning, filing, and document preparation
Maintain reception area and conference rooms to ensure a professional appearance
Assist with internal and external event logistics when needed
Support onboarding of guests, new hires, and visiting employees
Collaborate with operations and administrative staff to ensure smooth office operations
Perform all other duties as assigned
Preferred Qualifications
Prior experience as a receptionist, front desk associate, or administrative assistant (insurance, finance, or professional services industry a plus)
Ability to handle high call volume with professionalism and composure
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams)
Professional appearance and demeanor
Ability to maintain confidentiality and demonstrate discretion
Positive attitude with a strong focus on customer service
MUST be willing to work onsite, M-F in our Northside Milwaukee location.
Preferred Education/Experience
High school diploma or equivalent required
Associate's degree or higher in business, communications, or a related field preferred
2+ years of reception, customer service, or administrative support experience (insurance or professional services environment preferred)
EEO/AA Statement:
Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.
$24k-31k yearly est. 7d ago
Supervisor, Data Analytics & Reporting
Allied Benefit Systems 4.2
Chicago, IL jobs
The Supervisor of Data Analytics & Reporting will oversee a team responsible for delivering high-quality data analysis, reporting, and data infrastructure support. In addition to managing the team's day-to-day work, the Supervisor will own efforts to modernize the reporting stack, optimize processes, and help position the team for scalable, data-driven decision making.
ESSENTIAL FUNCTIONS
Serve as the final reviewer and approver for all reports, dashboards, and data outputs before release.
Perform detailed quality assurance and validation checks, ensuring accuracy, completeness, and alignment with business objectives.
Take the lead on complex, high-impact analytics projects, including data modeling, exploratory analysis, and KPI development.
Work with stakeholders to translate ambiguous business questions into clear, data-driven solutions.
Help define and maintain standards for reporting accuracy, naming conventions, and documentation across the team.
Recommend improvements in data processes, query efficiency, and dashboard usability.
Provide guidance, technical mentorship, and informal training to analysts and the reporting coordinator.
Share expertise in tools, SQL techniques, and best practices to elevate the team's technical capability.
Directly manage a team of analysts and reporting coordinators, including goal setting, coaching, and performance management.
Serve as an escalation point and quality control checkpoint for complex data requests or reporting issues.
Lead the effort to modernize the reporting stack, including evaluating tools, automating legacy reports, and introducing self-service capabilities where appropriate.
Develop and maintain team operating procedures and documentation to improve transparency and continuity.
Support a culture of data governance, accuracy, and continuous improvement.
Lead, coach, motivate and develop. Responsible for one-on-one meetings, performance appraisals, growth opportunities and attracting new talent.
Clearly communicate expectations, provide employees with the training, resources, and information needed to succeed.
Actively engage, coach, counsel and provide timely, and constructive performance feedback.
EDUCATION
Bachelor's degree in information technology, Computer Science, or a related field or equivalent work experience required.
EXPERIENCE & SKILLS
At least 5 years of experience in data analytics with demonstrated leadership potential required.
1-2 years in a leadership or supervisory role preferred
Proven experience working with data warehouses, SQL, and reporting tools (e.g., Power BI, Tableau, Looker, or similar).
Strong understanding of data modeling, data transformation (ETL/ELT), and relational databases.
Comfortable managing competing priorities and guiding others in a fast-paced environment.
Demonstrated success managing or mentoring analytical teams with varied experience levels.
Excellent interpersonal and communication skills; able to interface with both technical teams and non-technical business stakeholders.
Background within a complex organization or regulated environment is a plus.
POSITION COMPETENCIES:
Accountability
Communication
Action Oriented
Timely Decision Making
Building Relationships/Shaping Culture
Customer Focus
PHYSICAL DEMANDS
This is a standard desk role - long periods of sitting and working on a computer are required.
WORK ENVIRONMENT
Remote
Here at Allied, we believe that great talent can thrive from anywhere. Our remote friendly culture offers flexibility and the comfort of working from home, while also ensuring you are set up for success. To support a smooth and efficient remote work experience, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 100Mbps download/25Mbps upload. Reliable internet service is essential for staying connected and productive.
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
Compensation is not limited to base salary. Allied values our Total Rewards, and offers a competitive Benefit Package including, but not limited to, Medical, Dental, Vision, Life & Disability Insurance, Generous Paid Time Off, Tuition Reimbursement, EAP, and a Technology Stipend.
Allied reserves the right to amend, change, alter, and revise, pay ranges and benefits offerings at any time. All applicants acknowledge that by applying to the position you understand that the specific pay range is contingent upon meeting the qualification and requirements of the role, and for the successful completion of the interview selection and process. It is at the Company's discretion to determine what pay is provided to a candidate within the range associated with the role.
Protect Yourself from Hiring Scams
Important Notice About Our Hiring Process
To keep your experience safe and transparent, please note:
All interviews are conducted via video.
No job offer will ever be made without a video interview with Human Resources and/or the Hiring Manager.
If someone contacts you claiming to represent us and offers a position without a video interview, it is not legitimate. We never ask for payment or personal financial information during the hiring process.
For your security, please verify all job opportunities through our official careers page: Current Career Opportunities at Allied Benefit Systems
Your security matters to us-thank you for helping us maintain a fair and trustworthy process!
$39k-50k yearly est. 9d ago
Receptionist
Network Health 4.4
Brookfield, WI jobs
At Network Health, our success is driven by our mission to build healthy, strong Wisconsin communities. This mission inspires every decision we make, including the exceptional individuals we welcome to our team. We are currently seeking a Receptionist to join our Brookfield office.
As the first point of contact for our members and visitors, the Receptionist will embody professionalism and a commitment to service excellence. This dynamic role includes key responsibilities such as:
* Maintaining a clean and welcoming reception area.
* Ensuring security by monitoring video surveillance and issuing visitor badges.
* Supporting special projects as needed.
* Managing facility-related tasks like mail sorting, office supply inventory, and light housekeeping.
If you're passionate about providing outstanding service and contributing to a mission-driven organization, we'd love to hear from you. Join us in creating healthier communities, one interaction at a time!
Location: Candidates must reside in the state of Wisconsin for consideration. This position is based out of our Brookfield office.
Hours: 1.0 FTE, 40 hours per week; 8am-5pm (with a 1-hour lunch) Monday through Friday.
Check out our 2024 Community Report to learn a little more about the difference our employees make in the communities we live and work in. As an employee, you will have the opportunity to work hard and have fun while getting paid to volunteer in your local neighborhood. You too, can be part of the team and making a difference. Apply to this position to learn more about our team.
Job Responsibilities:
* Represent the philosophy, mission, values, and vision of Network Health in all interactions.
* Follow all organizational, regulatory, and credentialing procedures and policies.
* Welcome and direct members and visitors, answering routine questions per departmental standards.
* Collect and receipt member premium payments as needed.
* Maintain security and monitor reception area access.
* Ensure cleanliness and organization of the reception area.
* Handle weather-related, emergency, and building safety announcements.
* Accept deliveries from UPS, FedEx, and other suppliers.
* Assist with mail-related tasks, including sorting, distributing, and processing outgoing mail.
* Order and manage office supply inventory.
* Assist with light maintenance and housekeeping tasks.
* Support leaders with clerical and administrative tasks such as preparing reports, presentations, and managing schedules.
* Perform other duties as assigned.
Job Requirements:
* High school diploma or equivalent.
* Previous reception and general office experience preferred.
Network Health is an Equal Opportunity Employer.
$27k-32k yearly est. 56d ago
Receptionist (Crivitz, WI)
Robertson Ryan Insurance 4.0
Wisconsin jobs
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!
Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm!
Receptionist Job Description:
Entry-level clerical and front-line customer service work, with primary responsibility for courteous and efficient facilitation of telephone calls and visitors. Expedites the steady and courteous flow of internal and external communications, such as incoming/outgoing telephone messages, visitors, messengers and delivery services.
*This position supports our Crivitz, WI location. Must be willing to work onsite, M-F.
Position Responsibilities:
Courteously and promptly determines nature of a caller's business and directs callers and visitors to the appropriate person or takes messages (including all pertinent information) for the person called.
Operates telephone console to facilitate internal messages and telephone transfers. Receives incoming telephone calls and places outgoing calls. Provides answers to routine inquiries and other information as appropriate.
Perform clerical duties such as processing client's payment, data entry into Excel worksheets, AMS systems, process all mail, maintain office appearance, filing.
Maintains strict confidentiality of information processed.
Must maintain courteous, professional and effective working relationships with employees at all levels of the organization.
Develop and maintain courteous and effective working relationships with clients, vendors and/or any other representatives of external organizations.
Responsibility for providing timely, appropriate responses to requests/suggestions/complaints or refer such comments to the appropriate person.
Qualifications (Required):
High School diploma, GED, or equivalent combination of education and experience
1-3 years of related experience required in busy office environment.
Position Requirements:
Excellent customer service skills
Excellent verbal and written communication skills.
Excellent organizational skills and attention to detail.
Excellent time management skills and ability to prioritize tasks.
Proficient with Microsoft Office Suite, Internet
Must be willing to obtain insurance license within 6 months of employment.
Must be willing to work in our Crivitz, WI office, M-F.
EEO/AA Statement:
Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.
$24k-31k yearly est. 5d ago
Receptionist (Crandon, WI)
Robertson Ryan Insurance 4.0
Wisconsin jobs
Recognized nationally as a Top Workplace and Top 100 US Insurance Agency! Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 70,000 clients, from small businesses to major national accounts across various industries. With a team of more than 526 professionals and partnerships with over 150 insurance companies, we are the 44th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It's an exciting time to join our growing firm! Receptionist - Crandon, WI The Receptionist is to be the first point of contact for clients, visitors, and partners at our busy Crandon, WI locations. This is a high-volume role requiring strong communication skills, a polished presence, and the ability to manage multiple priorities in a fast-paced environment. The Receptionist plays a critical role in representing our firm and ensuring a seamless experience for all who interact with us. Essential Duties and Responsibilities
Greet and assist clients, visitors, and vendors with professionalism and warmth
Manage a high-volume multi-line phone system, directing calls accurately and efficiently
Monitor and respond to general inquiries (phone, email, front desk) in a timely manner
Coordinate meeting room scheduling and prepare spaces for client/partner meetings
Handle incoming and outgoing packages, and deliveries
Provide administrative support to staff, including scanning, filing, and document preparation
Maintain reception area and conference rooms to ensure a professional appearance
Assist with internal and external event logistics when needed
Support onboarding of guests, new hires, and visiting employees
Collaborate with operations and administrative staff to ensure smooth office operations
Perform all other duties as assigned
Preferred Qualifications
Prior experience as a receptionist, front desk associate, or administrative assistant (insurance, finance, or professional services industry a plus)
Ability to handle high call volume with professionalism and composure
Excellent verbal and written communication skills
Strong organizational and multitasking abilities
Proficiency in Microsoft Office Suite (Outlook, Word, Excel, Teams)
Professional appearance and demeanor
Ability to maintain confidentiality and demonstrate discretion
Positive attitude with a strong focus on customer service
MUST be willing to work onsite, M-F in our Crandon, WI office.
Preferred Education/Experience
High school diploma or equivalent required
Associate's degree or higher in business, communications, or a related field preferred
2+ years of reception, customer service, or administrative support experience (insurance or professional services environment preferred)
EEO/AA Statement:
Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Attention to all Recruiting Agencies: Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.